See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,707 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$169,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,624 | $122,693+2.4% | $184,203-31.8% | $199,593-37.1% |
| Participation rate | 78.0% | 86.8%-8.8pp | 86.8%-8.9pp | 72.0%+6.0pp |
| Annual return | 17.76% | 143.91%-126.2pp | 28.81%-11.1pp | 34.25%-16.5pp |
| Employer contribution / active EE | $3,528 | $4,584-23.1% | $6,427-45.1% | $3,034+16.3% |
| Participant deferral / active EE | $9,120 | $7,990+14.1% | $9,131-0.1% | $5,087+79.3% |
| Admin fee / account holder | -$24 | $121-119.7% | $13,901-100.2% | $269-108.8% |